Experience the Power of Customer Intelligence

Our Customer Intelligence add-on enables you to cross-sell to your current customer base through powerful, real-time insights and alerts.

HOW IT WORKS

Turn data into funded loans

Surface customer intent to understand their needs and provide the products and services that support their goals.

Contact Monitoring

Define who you’d like to monitor in your database.

Consumer Alerts

Get alerts for monitored contacts at no extra cost.

Monitoring Filters

Use segmentation controls to filter and update in real time.

Intelligent Automation

Alert your loan officers and automate customer journeys with pre-built content.

Four core alerts

Be ready to act the moment your customers make the next move on their financial journey with four critical activity alerts that help you understand their short-term needs and long-term goals—so you can continue delivering a truly personalized experience.

Mortgage credit inquiry alert

Know when a lender pulls the credit of any contact in your database so your mortgage team can reach out and keep those customers in house.

Listing alert

Learn when a borrower puts their home on the market so you can engage them as they begin searching for another home. 

Equity alert

See when a borrower reaches a combined loan-to-target ratio or could put equity toward a home renovation loan.

Rate alert

Identify opportunities when borrowers qualify for a lower rate that could convince them to refinance.

Rates are rising. Inventory is low. How will you retain customers?

Check out our most recent Customer Intelligence webinar where our Chief Product Officer Matt Tippets and Senior Director of Product Marketing discuss how to deliver the perfect customer journey, act on Core 4 Alerts, and drive higher conversions. 

Empower yourself with smarter insights

Schedule Your Demo

Our Customer Intelligence add-on enables you to cross-sell to your current customer base through powerful, real-time insights and alerts.

Customer Intelligence

Core 4 Alerts

Mortgage Credit Inquiry Alert

Know when a lender pulls credit for a mortgage on someone in your database.

Rate Alert

Identify when a borrower can benefit from a current rate.

Equity Alert

See when a borrower reaches a target combined loan-to-value ratio.

Listing Alerts

Get an alert when a borrower’s home is put on the market.

How it Works

Understand borrower intent with consumer insights and signals in the Total Expert Platform.

Contact Monitoring
Define who you’d like to monitor in your database.
Consumer Alerts
Get alerts for monitored contacts at no extra cost.
Monitoring Filters
Use segmentation controls to filter and update in real time.
Intelligent Automation
Power Journeys with pre-built content and workflows.